2min chapter

CSM Practice - The Customer Success Podcast cover image

Optimizing Cross-Functional Customer Success Processes

CSM Practice - The Customer Success Podcast

CHAPTER

Transforming CSM Roles for Enhanced Onboarding Success

This chapter explores the transition of the Customer Success Manager position to include project management responsibilities during onboarding. It also discusses the introduction of a consultancy role to streamline processes and balance the expertise of existing team members with new hires in the customer success and project management fields.

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